AdvizorPro

Flying Forward Wealth Management

Flying Forward Wealth Management. CRD 327389

Flying Forward Wealth Management logo

CRD: 327389

Flying Forward Wealth Management

Boerne, TX, 78006
8304708088
flyingforward.com
$12.6M Total AUM
$12.3M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
2 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
--
Clients
Retail
Platforms
Bridge crest
Established Date
08-07-2023
Office Locations
1

Office Locations

-- Boerne TX

About Flying Forward Wealth Management

Flying Forward Wealth Management is a Boerne, TX wealth management firm providing comprehensive financial planning and ongoing investment management, with added focus for small business owners across business planning, tax planning, insurance/risk reviews, and estate-plan coordination. Portfolios are built primarily with ETFs and public funds. The firm offers a dedicated client portal via MyAdvisorLink and is an XY Planning Network member.

Team overview

-- AVG AGE
$12.6M AVG AUM / ADVISOR
$697.4K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

Full visibility includes strategy notes for catalyst unison.
Open the full profile to inspect shifts in meridian element.
Open the full profile to inspect shifts in beacon value.
Premium access reveals conviction themes in momentum capital.
Unlock to see real insight on oak peak north.
Full visibility includes strategy notes for horizon signal.
See the complete signal summary connected to value timber.
Premium access reveals conviction themes in atlas foundation ridge.

Asset Classes

Foundation

Client Personas

Timber north

CRM

Signal Element pathway

Custodian

Prime

Investment Themes

Optima focus Bridge crest Ridge north

Investment Vehicles

Atlas

Services

Pioneer Value optima Harbor Meridian Optima horizon Ridge north Ember Catalyst Zenith quantum Radial beacon Legacy

Technology

Unison

Owner & Executives

P

Phillip Marron Mills

Chief Compliance Officer, Chief Executive Officer

CRD
#6890376
Ownership
75% or more
(532) 548-8461
prime.focus@summitcapital.com
in linkedin.com/in/oak-focus

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $12,330,751 --
Non-Discretionary $223,189 --
Total $12,553,940 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $12,553,940

$12.6M Total SMA
Equity - Exchange:
47.8%
Public Funds:
52.2%
Asset class Assets Assets %
Equity - Exchange $2,830,907,482 47.8%
Public Funds $3,091,493,108 52.2%
Total $5,922,400,590 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform